Kassandra joined the ERB Wealth team in 2021 and is the point person for all administrative matters. Processing client applications, taking care of contracts and licensing needs and implementing best practices in the hiring process are just a few of her many responsibilities. A graduate of California State University, Long Beach with a bachelor’s degree in international studies, Kassandra was inspired to pursue her current career after witnessing a lack of financial literacy in the education system.
Kassandra is a firm believer that the best plan is the one that is in place when you need it. An Orange, California, resident, she enjoys spending free time at the beach. Her other hobbies include swimming, golfing and cooking.